One price, paid up front.
Pay online in two minutes. We reply within one business day to schedule or ask for documents. If we can't take on the work after reviewing your details, you get a full refund.
Year-end tax planning session
$99one session, paid once
A 60-minute video call to go over your 2026 numbers while there's still time to act, then a written action list.
- Your year-to-date profit or income reviewed
- Moves that only count if done by Dec 31
- Your last 2026 estimated payment (due January 15, 2027) checked
- Written action list within 2 business days
One hour, a clear list of what to do next.
- A real look at your numbersSend a profit and loss (or pay stubs and 1099s) before the call. We go through it line by line.
- Timing movesWhich expenses to pay, invoices to send and purchases to make before or after December 31.
- Retirement and health accountsWhether a contribution this year lowers your tax, and the deadline for each.
- Your estimate of what you'll oweA rough 2026 federal and state number, so April isn't a surprise.
- Next year's setupWhether an S corp election for 2027 makes sense (the deadline is March 15, 2027).
- A written action listPlain steps, owners and dates, emailed within 2 business days of the call.
Your work is done by Zain Merchant and his team of tax and accounting experts. Zain: Big Four (ex-PwC) · PTIN/EFIN tax preparer, over 10 years of accounting, audit and tax experience.
Questions, answered
Many tax moves only count for 2026 if they happen by December 31: paying business expenses, buying equipment you put in service, some retirement contributions and charitable gifts. After New Year's, the 2026 numbers are mostly locked in.
Self-employed people, freelancers, 1099 contractors, single-member LLCs, small business owners and anyone with side income who wants to pay less tax legally and avoid a surprise bill in April.
Your 2025 tax return, a 2026 year-to-date profit and loss (or bank statements if your books aren't up to date) and any 2026 W-2 pay stubs or 1099s you have.
The fourth 2026 federal estimated payment is due January 15, 2027. New Jersey and New York use the same date. We check whether you need one and how much.
Yes. If you book your 2026 tax return with us by January 31, 2027, the $99 comes off its price.
If we review your details and it isn't a fit, we refund the $99 in full before any work starts.
Other things we can take off your plate.
Checked against official sources.
Not sure this is the right fit?
Book a 30-minute call or phone (347) 205-4468. We'll tell you what we'd do and what it costs before any work starts.
General information, not tax or legal advice. Prices are per service as described; anything outside the scope is quoted before we start. State returns are not available for Connecticut, Maryland and Oregon. Reading this page doesn't create a client relationship.
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